FBFQX Mutual Fund

NAV$13.66

Returns Overview

1 Month
-0.39%
3 Months
+2.17%
6 Months
+6.02%
YTD
+5.53%
1 Year
+12.33%
3 Years (annualized)
+8.49%
5 Years (annualized)
+5.07%
10 Years (annualized)
+6.45%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would FBFQX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
ICE BofA US Corporate & High Yield Index
This Mutual Fund (YTD)
+5.53%
Peer Avg (YTD)
+5.87%
vs Peers
-0.33%

FBFQX Mutual Fund Performance

FBFQX performance across multiple time periods: 1-month -0.39%, YTD 5.53%, 1-year 12.33%, 3-year 8.49%, 5-year 5.07%, 10-year 6.45%.

FBFQX returns trail the peer average of 5.87% YTD. With an expense ratio of 1.16%, investors should weigh costs against performance when evaluating this mutual fund.

FBFQX performance comparison shows side-by-side returns with another fund. FBFQX alternatives are available in the Mutual Fund Screener.